Baldwin Insurance Group, Inc.
BWIN- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001781755
No open-market purchases or sales by Baldwin Insurance Group, Inc. insiders were filed in the last 90 days; 228 institutions reported holding it in 13F filings for Q2 2026, worth $2.38B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Baldwin Insurance Group, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 137
- +19 vs. Q2 2021
- Shares held
- 52.1M
- +10.1M (+24.1%) vs. Q2 2021
- Total value
- $1.74B
- +$616.1M (+55.0%) vs. Q2 2021
- New holders
- 29
- 57 more added
- Sold out
- 10
- 31 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BWIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 228 | $2.38B |
| Q1 2026 | 218 | $1.99B |
| Q4 2025 | 206 | $1.94B |
| Q3 2025 | 213 | $2.24B |
| Q2 2025 | 226 | $3.29B |
| Q1 2025 | 221 | $3.25B |
| Q4 2024 | 208 | $2.63B |
| Q3 2024 | 219 | $3.25B |
| Q2 2024 | 184 | $2.29B |
| Q1 2024 | 172 | $1.83B |
| Q4 2023 | 162 | $1.45B |
| Q3 2023 | 153 | $1.38B |
| Q2 2023 | 147 | $1.42B |
| Q1 2023 | 144 | $1.43B |
| Q4 2022 | 151 | $1.40B |
| Q3 2022 | 150 | $1.46B |
| Q2 2022 | 152 | $1.36B |
| Q1 2022 | 148 | $1.42B |
| Q4 2021 | 152 | $1.90B |
| Q3 2021 | 137 | $1.74B |
| Q2 2021 | 118 | $1.12B |
| Q1 2021 | 113 | $1.11B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Baldwin Insurance Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 10,716 | $357.0K | 0.00% | +54+0.5% | Added |
| ExodusPoint Capital Management, LP | 10,272 | $342.0K | 0.01% | +10,272 | New |
| The PNC Financial Services Group, Inc. | 9,714 | $324.0K | 0.00% | −1,800−15.6% | Reduced |
| Raymond James & Associates | 9,498 | $316.0K | 0.00% | +1,444+17.9% | Added |
| Susquehanna International Group, LLP | 9,466 | $315.0K | 0.00% | −1,699−15.2% | Reduced |
| Advisors Asset Management, Inc. | 9,451 | $315.0K | 0.00% | +24+0.3% | Added |
| Tower Research Capital LLC (TRC) | 9,130 | $304.0K | 0.01% | +1,706+23.0% | Added |
| M&T Bank Corp | 8,826 | $294.0K | 0.00% | +42+0.5% | Added |
| PEAK6 Investments LLC | 8,555 | $285.0K | 0.01% | +8,555 | New |
| Toth Financial Advisory Corp | 8,425 | $280.0K | 0.04% | +8,425 | New |
| Amalgamated Bank | 8,326 | $277.0K | 0.00% | −391−4.5% | Reduced |
| Teacher Retirement System of Texas | 6,641 | $221.0K | 0.00% | +6,641 | New |
| Citigroup Inc | 6,513 | $217.0K | 0.00% | +3,476+114.5% | Added |
| Oberweis Asset Management Inc | 6,400 | $213.0K | 0.04% | +6,400 | New |
| Advisory Services Network, LLC | 6,359 | $212.0K | 0.01% | −1,122−15.0% | Reduced |
| State Board of Administration of Florida Retirement System | 6,064 | $202.0K | 0.00% | +6,064 | New |
| ProShare Advisors LLC | 5,998 | $200.0K | 0.00% | −5,977−49.9% | Reduced |
| Point72 Hong Kong Ltd | 5,593 | $186.0K | 0.01% | +1,736+45.0% | Added |
| Royal Bank of Canada | 5,224 | $174.0K | 0.00% | +2,005+62.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,026 | $167.0K | 0.00% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 4,209 | $140.0K | 0.24% | +4,209 | New |
| Ameritas Investment Partners, Inc. | 3,625 | $121.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,531 | $118.0K | 0.00% | +42+1.2% | Added |
| UBS Group AG | 3,012 | $101.0K | 0.00% | +811+36.8% | Added |
| Nisa Investment Advisors, LLC | 2,400 | $80.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,187 | $73.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,124 | $71.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,134 | $38.0K | 0.00% | +1,022+912.5% | Added |
| Global Retirement Partners, LLC | 1,123 | $37.0K | 0.00% | −276−19.7% | Reduced |
| Eagle Bay Advisors LLC | 752 | $25.0K | 0.01% | −240−24.2% | Reduced |
| Leonteq Securities AG | 632 | $21.0K | 0.00% | +632 | New |
| Northwestern Mutual Wealth Management Co | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 427 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 137 | $5.00K | 0.00% | +126+1,145.5% | Added |
| Captrust Financial Advisors | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −71,985−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −62,559−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −38,476−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −33,962−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,247−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −8,829−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −7,725−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,644−100.0% | Sold out |